Essential Partners’s Siebert Financial SIEB Stock Holding History

Essential Partners’s Portfolio SIEB Stock Details SIEB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$37	Sell	17 -24	-59%	-$47	﹤0.01%	2791
2026 Q2	$68	Sell	41 -96	-70%	-$175	﹤0.01%	2774
2026 Q1	$263	Buy	+137	New	+$343	﹤0.01%	2571

Other funds holding SIEB

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners's SIEB Position: Q3 2026 in Review

Essential Partners reduced its Siebert Financial (SIEB) stake by 59% in Q3 2026, selling an estimated $47 and leaving 17 shares worth $37. The position accounts for ﹤0.01% of the portfolio, ranked #2791.

Essential Partners first reported a position in SIEB in Q1 2026 and has held it in 3 quarters since. The position peaked at $263 in Q1 2026. 4 funds tracked by Wall St. Rank hold SIEB as of Q3 2026.

Essential Partners held 17 shares of Siebert Financial worth $37 as of Q3 2026.
Essential Partners sold 24 Siebert Financial shares in Q3 2026, an estimated $47.
Siebert Financial made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2791 holding.
Essential Partners first reported a position in Siebert Financial in Q1 2026 and has held it in 3 quarters since.
Essential Partners's Siebert Financial position peaked at $263 in Q1 2026.
4 funds tracked by Wall St. Rank held Siebert Financial as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.